See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $118,857 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,276 | $53,165-35.5% | $86,188-60.2% | $74,419-53.9% |
| Participation rate | 81.3% | 64.9%+16.5pp | 69.0%+12.4pp | 70.7%+10.6pp |
| Annual return | 15.31% | 22.64%-7.3pp | 1168.45%-1153.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $995 | $1,210-17.8% | $2,380-58.2% | $2,637-62.3% |
| Participant deferral / active EE | $3,359 | $3,234+3.9% | $3,985-15.7% | $4,528-25.8% |
| Admin fee / account holder | $155 | $551-71.9% | $6,852-97.7% | $348-55.4% |